RoundAngle Advisors’s Apple AAPL Stock Holding History

RoundAngle Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.19M	Sell	20,466 -250	-1%	-$65.1K	3.88%	5
2025 Q4	$5.63M	Sell	20,716 -405	-2%	-$109K	4.1%	5
2025 Q3	$5.38M	Sell	21,121 -297	-1%	-$67.1K	4.16%	4
2025 Q2	$4.39M	Buy	21,418 +251	+1%	+$50.7K	3.67%	7
2025 Q1	$4.7M	Sell	21,167 -259	-1%	-$60K	4.32%	3
2024 Q4	$5.37M	Buy	+21,426	New	+$5.05M	5.11%	2

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RoundAngle Advisors's AAPL Position: Q1 2026 in Review

RoundAngle Advisors reduced its Apple (AAPL) stake by 1.2% in Q1 2026, selling an estimated $65.1K and leaving 20,466 shares worth $5.19M. The position accounts for 3.88% of the portfolio, ranked #5.

RoundAngle Advisors first reported a position in AAPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.63M in Q4 2025. 6,112 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

RoundAngle Advisors held 20,466 shares of Apple worth $5.19M as of Q1 2026.
RoundAngle Advisors sold 250 Apple shares in Q1 2026, an estimated $65.1K.
Apple made up 3.88% of RoundAngle Advisors's portfolio in Q1 2026, its #5 holding.
RoundAngle Advisors first reported a position in Apple in Q4 2024 and has held it in 6 quarters since.
RoundAngle Advisors's Apple position peaked at $5.63M in Q4 2025.
6,112 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on RoundAngle Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.